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SP Asset Management LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SP Asset Management LLC on MSFT, newest first. How the timeline and the estimate are built.

SP Asset Management LLC held 93,284 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,284 shares
    Change vs previous 13F +3,278 shares

    2.79% of the 13F portfolio, value $34,796,950.

    13F-HR 0001962086-26-000005 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 90,006 shares
    Change vs previous 13F +7,811 shares

    2.94% of the 13F portfolio, value $33,317,642.

    13F-HR 0001962086-26-000004 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 82,195 shares
    Change vs previous 13F -850 shares

    3.14% of the 13F portfolio, value $39,750,979.

    13F-HR 0001962086-26-000001 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 83,045 shares
    Change vs previous 13F +4,535 shares

    3.41% of the 13F portfolio, value $43,013,195.

    13F-HR 0001962086-25-000007 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 78,510 shares
    Change vs previous 13F -1,851 shares

    3.22% of the 13F portfolio, value $39,051,609.

    13F-HR 0001962086-25-000004 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 80,361 shares
    Change vs previous 13F +38 shares

    2.66% of the 13F portfolio, value $30,166,658.

    13F-HR 0001962086-25-000003 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 80,323 shares
    Change vs previous 13F -2,309 shares

    2.84% of the 13F portfolio, value $33,856,036.

    13F-HR 0001962086-25-000001 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 82,632 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $35,556,340.

    13F-HR 0001962086-24-000006 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).